0001770940-20-000001.txt : 20200207 0001770940-20-000001.hdr.sgml : 20200207 20200207164106 ACCESSION NUMBER: 0001770940-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CMC Financial Group CENTRAL INDEX KEY: 0001770940 IRS NUMBER: 264072067 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19442 FILM NUMBER: 20588008 BUSINESS ADDRESS: STREET 1: 7000 CENTRAL PARKWAY STREET 2: SUITE 1770 CITY: ATLANTA STATE: GA ZIP: 30328 BUSINESS PHONE: 6786908899 MAIL ADDRESS: STREET 1: 7000 CENTRAL PARKWAY STREET 2: SUITE 1770 CITY: ATLANTA STATE: GA ZIP: 30328 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001770940 XXXXXXXX 12-31-2019 12-31-2019 CMC Financial Group

7000 CENTRAL PARKWAY SUITE 1770 ATLANTA GA 30328

13F HOLDINGS REPORT 028-19442 N Mark McCarthy 678-690-8899 Mark McCarthy Atlanta GA 02-07-2020 0 41 117686 true INFORMATION TABLE 2 cmcquarter4_2019.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 498 2200 SH SOLE 0 0 2200 INVESCO QQQ TR UNIT SER 1 46090E103 12346 58067 SH SOLE 0 0 58067 MICROSOFT CORP COM 594918104 1662 10537 SH SOLE 0 0 10537 INTERNATIONAL BUSINESS MACHS COM 459200101 362 2703 SH SOLE 0 0 2703 COCA COLA CO COM 191216100 257 4640 SH SOLE 0 0 4640 ISHARES TR RUS MD CP GR ETF 464287481 541 3547 SH SOLE 0 0 3547 HUNTINGTON BANCSHARES INC COM 446150104 1185 78570 SH SOLE 0 0 78570 APPLE INC COM 037833100 2793 9511 SH SOLE 0 0 9511 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 289 8267 SH SOLE 0 0 8267 ISHARES TR EXPANDED TECH 464287515 34210 146799 SH SOLE 0 0 146799 HOLLYFRONTIER CORP COM 436106108 1006 19831 SH SOLE 0 0 19831 PNC FINL SVCS GROUP INC COM 693475105 1246 7804 SH SOLE 0 0 7804 CIMAREX ENERGY CO COM 171798101 1346 25634 SH SOLE 0 0 25634 LAUDER ESTEE COS INC CL A 518439104 1290 6247 SH SOLE 0 0 6247 POLARIS INC COM 731068102 1152 11331 SH SOLE 0 0 11331 CINTAS CORP COM 172908105 1150 4272 SH SOLE 0 0 4272 WEC ENERGY GROUP INC COM 92939U106 412 4464 SH SOLE 0 0 4464 SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1101 41258 SH SOLE 0 0 41258 INTELLIGENT SYS CORP NEW COM 45816D100 1260 31535 SH SOLE 0 0 31535 CENTENE CORP DEL COM 15135B101 1681 26736 SH SOLE 0 0 26736 VANGUARD WORLD FDS UTILITIES ETF 92204A876 443 3103 SH SOLE 0 0 3103 FIRST TR VALUE LINE DIVID IN SHS 33734H106 341 9469 SH SOLE 0 0 9469 FIRST REP BK SAN FRANCISCO C COM 33616C100 1263 10756 SH SOLE 0 0 10756 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 11415 186710 SH SOLE 0 0 186710 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 604 7488 SH SOLE 0 0 7488 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 630 7228 SH SOLE 0 0 7228 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 675 6728 SH SOLE 0 0 6728 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 285 5652 SH SOLE 0 0 5652 ISHARES TR MODERT ALLOC ETF 464289875 201 4998 SH SOLE 0 0 4998 ISHARES TR GRWT ALLOCAT ETF 464289867 432 9028 SH SOLE 0 0 9028 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 30854 337824 SH SOLE 0 0 337824 VERISK ANALYTICS INC COM 92345Y106 1387 9289 SH SOLE 0 0 9289 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 282 4861 SH SOLE 0 0 4861 ISHARES TR MIN VOL EAFE ETF 46429B689 275 3688 SH SOLE 0 0 3688 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 276 6278 SH SOLE 0 0 6278 SSGA ACTIVE ETF TR INCOM ALLO ETF 78467V202 564 16453 SH SOLE 0 0 16453 ISHARES TR CORE 1 5 YR USD 46432F859 360 7150 SH SOLE 0 0 7150 SPDR SERIES TRUST SSGA US LRG ETF 78468R804 417 3649 SH SOLE 0 0 3649 ISHARES TR USA QUALITY FCTR 46432F339 453 4482 SH SOLE 0 0 4482 ISHARES US ETF TR SHT MAT BD ETF 46431W507 458 9117 SH SOLE 0 0 9117 SPDR SERIES TRUST MSCI USA STRTGIC 78468R812 284 3000 SH SOLE 0 0 3000